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Where will my clients log into the Portal from? Options
Posted: Thursday, July 28, 2016 11:48:18 PM
Rank: Administration
Groups: Member

Joined: 1/14/2015
Posts: 68
Points: 117
That’s up to you! In Clients > Edit Portal Settings, we offer two options for you to choose from: • Your domain - frame the portal into your own website with our easy embed code • A generic domain - once they log in they will see your logo at the top of the screen Your clients never see the Zerys brand. Email invitations that you send to your clients will contain a clickable button that will log them into the portal automatically. So, you can provide your clients with their login details and send them to your portal login URL, or you can simply use the email notifications to let them log in when needed.
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